New York Life Invts Active E (IWLG): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IWLG for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 26

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$56.59

+18.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IWLG (all 13F filers)

Cullen/Frost Bankers2.1 MType not verified−41 K
Envestnet Asset Management1.7 MWealth adviser−7.5 M
New York Life Investment Management1.6 MType not verified−510 K
Mariner316 KWealth adviser+316 K
Kesler, Norman & Wride102 KType not verified−1,682
Raymond James Financial81 KWealth adviser+69 K
Rockefeller Capital Management54 KWealth adviser+18 K
Kingswood Wealth Advisors32 KWealth adviser+8,388
HighTower Advisors31 KWealth adviser+22
Goldman Sachs Group25 KBank or trading desk+1,466

Filer	Type
Cullen/Frost Bankers	Type not verified	2.1 M	−41 K	$119M
Envestnet Asset Management	Wealth adviser	1.7 M	−7.5 M	$97.3M
New York Life Investment Management	Type not verified	1.6 M	−510 K	$89.4M
Mariner	Wealth adviser	316 K	+316 K	$17.9M
Kesler, Norman & Wride	Type not verified	102 K	−1,682	$5.8M
Raymond James Financial	Wealth adviser	81 K	+69 K	$4.6M
Rockefeller Capital Management	Wealth adviser	54 K	+18 K	$3.0M
Kingswood Wealth Advisors	Wealth adviser	32 K	+8,388	$1.8M
HighTower Advisors	Wealth adviser	31 K	+22	$1.8M
Goldman Sachs Group	Bank or trading desk	25 K	+1,466	$1.4M

Cullen/Frost Bankers
Shares
2.1 M
Change
−41 K
See more
Type
Type not verified
Value
$119M
Envestnet Asset Management
Shares
1.7 M
Change
−7.5 M
See more
Type
Wealth adviser
Value
$97.3M
New York Life Investment Management
Shares
1.6 M
Change
−510 K
See more
Type
Type not verified
Value
$89.4M
Mariner
Shares
316 K
Change
+316 K
See more
Type
Wealth adviser
Value
$17.9M
Kesler, Norman & Wride
Shares
102 K
Change
−1,682
See more
Type
Type not verified
Value
$5.8M
Raymond James Financial
Shares
81 K
Change
+69 K
See more
Type
Wealth adviser
Value
$4.6M
Rockefeller Capital Management
Shares
54 K
Change
+18 K
See more
Type
Wealth adviser
Value
$3.0M
Kingswood Wealth Advisors
Shares
32 K
Change
+8,388
See more
Type
Wealth adviser
Value
$1.8M
HighTower Advisors
Shares
31 K
Change
+22
See more
Type
Wealth adviser
Value
$1.8M
Goldman Sachs Group
Shares
25 K
Change
+1,466
See more
Type
Bank or trading desk
Value
$1.4M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗